As a Senior Financial Advisor with Merrill, Yvonne loves having a meaningful impact on the clients she serves, helping them tackle important issues and organize their financial lives. She has more than two decades of experience in banking and wealth management, gaining the knowledge and insight necessary to assist clients in advancing meaningful goals for themselves, their families, and their businesses.
Fluent in Spanish, Yvonne is a strong communicator who connects easily with multiple generations of families and relates well to first-generation investors. She takes pride in her work, focusing on her clients and their families and priorities at every stage of life. She is honored by the trust her clients have placed in her and strives to demonstrate each client's importance through her diligence, responsiveness, and attentive listening. She takes pride in her follow-through, supporting steady progress toward her clients' aspirations. She is committed to making her clients' financial lives easier and more personalized by addressing multiple life priorities, including: finances, homes, health, family, leisure, giving, and work.
Yvonne’s parents came to the U.S. from Mexico in search of better opportunities for her and her siblings. Like many of her business clients, as a first-generation American Yvonne knows what hard work and sacrifice is and values these qualities. In her free time, Yvonne enjoys spending time with her family and parents, and she also volunteers with Corazón de Vida, traveling regularly to an orphanage in Tijuana to deliver supplies and spend time with children